3 institutions reported holding $30.2M of SCHWAB MUNICIPAL MONEY U (SWOXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Jackson Wealth Management, LLC ($24.7M), Westside Investment Management, Inc. ($5.4M), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | $24.7M | 24.7M | Trimmed |
| 2 | Westside Investment Management, Inc. | $5.4M | 5.4M | Trimmed |
| 3 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31